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Tong's Portfolio

81 articles found
DateTitle
2024/11/28Is ‘rent-seeking’ corruption? And an unorthodox suggestion to fight corruption
2024/10/23Work from home or office must be the sole prerogative of the company
2024/10/16Contrary to theory, capital, ironically, flows to developed economies from emerging countries
2024/10/10Robust increase in sales and prices for residential properties with improvement in affordability
2024/10/03Tong’s Absolute Returns Portfolio outperformed with 14.9% gain in six months despite lower risks (beta)
2024/09/27Without good stories, stock liquidity and speculation, cheap stock markets will stay cheap
2024/09/19Nvidia and Tesla — the gods of storytelling — and speculative gambling
2024/09/12Institutional fund inflows fuel ringgit gains and Bursa stock prices
2024/09/0599 Speed Mart: A ‘flywheel’ business model for basic consumption goods
2024/08/29Bond market expects fewer cuts in interest rates than equity market — a soft landing scenario for the US economy
2024/08/15GDP is a political number — what drives it is what matters
2024/08/07‘Peddling fantasies’ to push up stock valuations is not a crime
2024/08/01Urban renewal is good but outcomes hinge on integrity and good governance
2024/07/25Do you really understand what PER in stock valuations means?
2024/07/18Ringgit can strengthen near term but are we addressing the secular decline?
2024/07/115G evolution and pinky promise: Back to the past, except worse …. Why?
2024/07/04The best performance for the Malaysian stock market in a decade. Is it sustainable?
2024/06/20When bad economic news stops being good stock market news — dangers ahead!
2024/06/13How does Bursa’s PN17 rule serve minority interests?
2024/06/06An article for the masses ... the small-time investors and savers
2024/05/30Only investors in the largest REITs fared better than bank deposits
2024/05/23The stocks in our Malaysian portfolio, and why they are there
2024/05/09We repeat … the secular declines in inflation and interest rates have ended
2024/05/02How the Absolute Returns Portfolio is performing one month since inception
2024/04/26The global economy and investment opportunities as we see it
2024/04/18Higher-for-longer inflation and interest rates — and what it means for equities and currencies
2024/04/11Allies today, enemies tomorrow: Relative prosperity of a nation drives geopolitics and trade
2024/03/27Time in market, not timing the market — Tong’s Absolute Returns Portfolio
2024/03/21A less risky route to buying China’s eventual recovery
2024/03/14The ringgit will do a lot better with the ‘right’ stories
2024/03/07Can the superheroes, the ‘Magnificent Seven’, hold up the bull market?
2024/03/02Secular decline in ringgit’s value due mainly to falling relative competitiveness
2024/02/23Is residential property in Malaysia a good investment?
2024/02/07Our 2024 stock picks and past performances
2024/02/07Stocks are priced to near perfection, but reality will surely disappoint equity investors
2024/02/01Why y-o-y real wages in the US may be rising, yet its standard of living may have fallen — a statistical mirage
2024/01/25Education was, is and always will be the great equaliser
2024/01/18Economic policies in Malaysia are dictated by politics — why they fail
2024/01/11Malaysia’s 5G is now one of the world's best, thanks to the unconventional SWN
2024/01/04Opportunities and risks for 2024
2023/12/14Companies that are destroying shareholder value and what can be done about it
2023/12/07Why some stock markets perform and others don’t … and ideas to improve
2023/11/30Finally, we are investing again — added six stocks with high, resilient dividend yields
2023/11/07The Malaysian housing industry is efficient and competitive — the government should just focus on public housing
2023/11/03Home ownership and affordability in Malaysia: Facts and myths
2023/10/26Why are US home prices up despite sharp rise in mortgage rates, and is it sustainable?
2023/10/19Stating the obvious: Stock prices can only perform with sustained profit growth and positive prospects
2023/10/12Punch bowl taken away, the party is ending
2023/10/05Put up guard rails before the circus begins: Reducing Bursa’s board lot size
2023/09/28Should Malaysia force wages to rise through direct wage policy intervention?
2023/09/21‘Greedflation’, stock prices and the policy implications
2023/09/14Right to leave domestic interest rates unchanged, but ringgit will weaken
2023/09/07Chasing the small caps now will likely end in tears
2023/08/30WeWork: The rise and collapse of the ‘throw enough money and it will work’ business model
2023/08/26Targeting 45% labour share of total income for Malaysia is imprudent and without basis
2023/08/17With US stocks priced to near perfection, cash will be king … again
2023/02/23The limitations of our knowledge narrow our windows of opportunity
2023/01/12No Santa rally yet Deep Deep did it again
2022/10/20Can Man beat Machine in stock investing?
2022/06/24Grow foreign and local investments or be left behind
2022/03/03The timeless value of value investing
2022/02/04Part 1: Why is Bursa a chronic underperformer? Capital controls imposed
2022/01/27Inflation will stay high for longer ... but secular trends will drive prices down soon
2021/02/19SIA, a proxy for Singapore's growing strength as the Asean hub
2020/07/03What ails the Malaysian property sector
2020/06/26Room for a further reduction in interest rates
2020/06/19A short-sighted market
2020/06/12The market is right about a stimulus-augmented V-shaped recovery
2020/06/05From a sharing to a no-sharing economy?
2020/05/29Cheap money chasing up stock prices
2020/05/15Persistent economic contraction even as businesses reopen
2020/05/08Yet another stock-market scam - mini-tender offers
2020/04/30How close are Bursa and SGX-listed companies to financial distress?
2020/04/17Which will remain in 12 months' time - the Covid-19 pandemic or the effects of the stimulus?
2020/04/09Cash flow relief to keep viable companies afloat
2020/04/03There is also light at the end of the tunnel
2020/02/14Manic sensationalisation of the coronavirus
2020/02/07Shaken but not stirred
2020/01/31Malaysian stocks should do better in 2020
2019/12/06Tech stocks — the real ones and the pretenders
2019/11/29Time to buy US banks and why Comerica and JPMorgan
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